Jump into tasks and see all crucial information: due dates, status, client name, task name, progress, assignments. Once in the task, you can edit the task, add subtasks, leave comments, access and upload files, change the status or priority, and take notes.

Your firm likely stores a lot of data. To help you find things quickly and efficiently, use the saved filter views to surface the tasks or clients you’re looking for.

See the full list of clients or access a pre-built filter. Within each profile, you can take care of a multitude of tasks on the go—from sending a client portal invitation to calling or texting your client (no need to store their numbers directly in your personal phone).

Quickly locate files and make them visible for the client in their individual client portal, with a click of your thumb (or index finger, if that's your thing).

Capture images of your documents with your phone’s camera and the app will convert them into a professional PDF format (no more screenshots, pictures, or funny file formats). You can also upload images and files individually or multiple at a time from your mobile device or computer from Dropbox, Google Drive, or their hard drive. 

One click and you can start your timer. Fill in the details to associate the timer with a client, task, and subtask at any point as your timer is running.

Users can utilize secure access with multi-factor authentication: web encryption, touch and face ID, and email, text/SMS, and authenticator apps. With multi-factor authentication, you can confidently and securely share and access firm and client data from anywhere.